In search of better and higher returns
Given the low-interest rate environment globally and without any promising signs of sustained growth in any particular sector, it is not surprising investors are looking for alternative investment vehicles.
Kathryn Damiano and her husband found themselves in the same situation – searching for better investment alternatives that can deliver the growth in their investment.
While they had previously invested in stocks and the forex market, they have also seen the almost stagnant and flat growth over the past few years.
“We have invested before but the results were not that great. So, we decided to look around and explore other investment vehicles,” said Kathryn.
Like other investors, Kathryn and her husband started their search for a better and faster way to grow their self-managed super fund money by talking to some of their most trusted friends.
And through word-of-mouth recommendation, they were led consider and evaluate the managed forex investment being offered by Walker Capital Australia.
Part of their research and due diligence on forex managed investment is a meeting with Walker Capital Australia where they were able to see and evaluate its past performance and the investment and trading systems in place.
Why managed forex investment?
With their children all grown-up, Kathryn and her husband want to focus on building their self-managed super fund investment into a comfortable nest egg.
Their main reason for choosing to invest in a managed forex investment is to fast track their wealth building and investment growth.
“We feel we are a bit behind and we don’t have enough to retire on. So we are willing to give this (managed forex investment) a go to see how it will perform compared to other investment vehicles.”
Do your homework
Given their previous investment experience, Kathryn and her husband did not go into managed forex investment blindly. They did their research, crunched the numbers and when they liked what they saw, they decided to go for it.
“We had a meeting with Michael and he explained how the managed forex investment will work. We saw their track record and though past performance is not always a guarantee of the same results, we liked what we saw,” Kathryn said.
“We are looking for something that will deliver more than what we are currently getting or what we got before. We achieved meager returns in our investment before, so anything that will deliver more than your typical share trading investment will be great,” she added.
Setting your time frame and financial objectives
Though they are both active in their respective jobs, Kathryn and her husband are looking forward to a comfortable retirement.
“We want to be able to retire comfortably. I don’t want to work until I’m 75,” Kathryn said.
She said based on the managed forex investment’s performance, they are looking to give it about 5-10 years to grow their self-managed super fund to a comfortable level for their retirement period.
Long-term view to investment
Though it is early days into their managed forex investment, Kathryn said they are happy to monitor it and give it at least a year to benchmark its performance.
“We have invested before so we know that this is not something that will grow overnight,”
“We are not in it for the short-term. This is a long-term investment for us.”
Complete ownership and access
One key factor that attracted Kathryn and her husband to use managed forex investment is the complete ownership and access to the account.
While Walker Capital Australia manages and executes all the trades for the account, investors like Kathryn and her husband maintain full ownership and access to their account. And this is important for investors who want to see the investment’s performance when they want to.
“The good thing is we have access and we can check it whenever we like,”
“Though we don’t check it every day as it would be too crazy to look at it again every day, it gives us peace of mind that we can monitor and check how it is performing on a regular basis,” Kathryn said.
Flexibility to make adjustments
Given their busy work schedule, Kathryn said they monitor the account’s performance at least every two weeks. This is to make sure they can make any adjustments if necessary.
“At the moment, we put in additional capital when we have some money. Knowing that it is with our self-managed super fund – which means it is money that needs to be there for the long-term anyway, we’re happy to build it up.”
Risk management strategy
Like other astute investors and given their previous investment experience, Kathryn and her husband know the critical role of risk management.
“Because this is our retirement fund, we have risk management in place. The managed forex investment account allows us to have a pre-set level where we can decide to pause or to suspend the account if needed.”
The Walker Capital Australia’s managed forex investment have built-in risk management strategies including stop-loss levels, percentage drawdown and the option to re-allocate funds.
As investors search for better alternatives to grow their wealth, managed forex investments are becoming more popular, particularly to those who want to fast-track their investment growth.
Some of the reasons why investors are using managed forex investments include:
- Potential to fast-track investment growth
- Opportunity for higher growth compared to traditional investments – e.g. stocks
- The global market is more accessible nowadays with more information available to investors of all levels
- Investors who want to actively control their Super, are no longer tied to traditional stock-focused managed funds
- More transparency and control over every aspect of the investment
- Access to faster-moving markets
Benefits of managed forex investment
- Transparency and ease of monitoring
- Account is under your name
- The bank account and all funds are held with a top tier Australian bank
- Flexibility and access to multiple investment strategies
- You can be as active as you like when monitoring or you can view your statements as little as you like
Are you interested to find out more?
Getting started with our selection of managed Forex investment is simple.
Here are the steps to get started:
- Schedule an appointment (Conference Call) with an Investment Manager
- Submit a Managed Discretionary Account (MDA) application with Walker Capital Australia.
- Open a trading account with the Walker Capital Australia’s executing broker.
- Select from our range of investment strategies and choose your asset allocation between the choices of accounts.
- Once all accounts are opened and funds have been chosen, our team gets to work and begins trading.
We welcome you to give our team a call to discuss your investment goals and objectives.
You can call Walker Capital Australia on +61 2 8076 2210 and we’ll see how we can help you achieve your investment goals.